Sundaram Consumption Fund Direct Growth

Scheme code: INF903J01NH5 NAV value: ₹ 91.5970 NAV date: 19 March, 2026 TER: 1.22%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-28.85	72.48	15.49	18.16	13.63
3 year	-6.25	34.50	17.65	16.41	18.78
5 year	3.63	27.03	14.52	15.02	15.46
7 year	10.51	18.31	13.93	14.09	13.55
10 year	13.53	18.83	15.68	16.09	14.92
12 year	14.95	18.77	16.85	16.97	16.54

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	18.16
3 year	6.28	30.95	15.04	16.41
5 year	8.38	26.02	14.22	15.02
7 year	10.18	15.62	12.93	14.09
10 year	11.42	12.93	12.18	16.09
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	18.16
3 year	6.56	19.64	13.57	16.41
5 year	9.22	12.29	10.75	15.02

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	18.16
3 year	7.68	21.49	15.06	16.41
5 year	10.37	13.5	11.93	15.02

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	18.16
3 year	8.04	32.03	17.81	16.41
5 year	8.18	28.64	15.34	15.02
7 year	10.64	16.42	13.77	14.09
10 year	12.56	14.06	13.31	16.09

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,96,946 - Absolute Returns: ₹96,946 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,03,671 - Absolute Returns: ₹10,03,671 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹85,86,531 - Absolute Returns: ₹25,86,531 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,37,67,316 - Absolute Returns: ₹53,67,316 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,65,48,796 - Absolute Returns: ₹1,45,48,796 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,88,29,837 - Absolute Returns: ₹2,44,29,837 - CAGR: %

Drawdown Metrics

Max Drawdown

-35.74 %

Drawdown Duration

1 months

Recovery Time

8 months

Avg Drawdown

-5.88 %

Calmar Ratio by Duration

1 Y

0.5082

3 Y

0.4592

5 Y

0.4203

7 Y

0.3943

10 Y

0.4502

12 Y

0.4749

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-6.09	0.84	79.3	86.2	-1.69 %	4.00 %
3 years	3.41	0.75	80.7	74.1	13.48 %	11.28 %
5 years	3.02	0.79	79.0	73.3	11.83 %	9.44 %
7 years	1.83	0.78	77.1	73.5	11.65 %	10.74 %
10 years	2.87	0.80	80.4	75.6	13.80 %	12.06 %
12 years	2.12	0.80	80.4	75.6	11.41 %	10.00 %
15 years	1.40	0.80	80.4	75.6	9.03 %	7.92 %